Datasets · 7 min
Use Datasets for Workspace Tables
Datasets are editable workspace tables for structured records such as vendor lists, quote queues, payroll totals, inventory notes, or customer handoff data. Workspace agents can read datasets, and when allowed, write dataset records as part of their automation work.
Walkthrough
Step by step
Open Datasets
Sign in to VZFLO and open Datasets from the app navigation. The Datasets page lists every table in the current workspace.
Workspace data
Datasets
Structured tables that people and workspace agents can use.
Open Datasets to view or create workspace tables.
Use a dataset when the information belongs to the workspace and should be reused by people or workspace agents later.
Create a dataset
Choose New dataset, give it a short name, and add an optional description that explains what kind of records belong there.
Name the table for the job it performs in the workspace.
Good names are operational: Vendor Directory, Quote Requests, Payroll Review, Inventory Watchlist, or Escalation Rules.
Edit the grid
Rename columns in the header row, add rows or columns as needed, and type values into cells. Changes autosave as you work.
The grid autosaves cell edits as you work.
Use normal columns for business data like Payee, URL, Status, Owner, Amount, or Notes.
Understand how records are stored
Each dataset has column records, row records, and cell records. A row becomes useful data when cells in that row contain values.
row_id + column_id -> value 54b2...8f91 + Payee -> Mesa Supplies 54b2...8f91 + Status -> Approved
Datasets store structured rows, columns, and cell values instead of one large note.
Empty cells are not meaningful records. If a workspace agent needs to find something, give it clear column names and consistent values.
Allow workspace agents to read datasets
When creating or editing a workspace agent, turn on Datasets under Read access. This lets the agent inspect dataset names, columns, rows, and values.
Check Datasets when an agent needs table lookup ability.
Read access is enough for lookup tasks like checking approved vendors, reading escalation rules, or summarizing open rows.
Allow workspace agents to update datasets
If the agent should add or change records, also turn on Dataset records under Write access. Save the agent after changing permissions.
Read access
Write access
Enable Dataset records only for agents that should modify table data.
Only enable write access for agents with narrow instructions, such as “add one row for each qualified quote request” or “update the Status column only.”
Before you finish
Launch checklist
- The dataset has a clear name and description.
- Column names describe the data the team or agent should use.
- Important rows have values in normal business columns.
- Workspace agents that need lookup ability have Datasets read access.
- Workspace agents that should modify records have Dataset records write access.
- Agent instructions say which dataset, columns, and update rules to use.
Fix common issues
Troubleshooting
A workspace agent says it cannot see dataset data.
Open the agent settings and enable Datasets under Read access, then rerun the agent.
A workspace agent can read the dataset but cannot update rows.
Enable Dataset records under Write access and make sure the agent instructions explain exactly what it may change.
The dataset is hard for agents to use.
Rename vague columns, avoid mixing multiple record types in one table, and keep values consistent across rows.
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